XLSR vs DFAC

AXLSR

BDFAC

Measures won0–6DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · DFAC $16,525

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common18.6%XLSR and DFAC

XLSR

DFAC

State Street US Sector Rotation ETF · $1.1BDimensional - US Core Equity 2 ETF · $85.7B

+16.9%3 years · per year$15,995 · $17,722+21.0%

+8.2%5 years · per year$14,831 · $16,525+10.6%

0.70%Expense ratio$70 · $21 on $10k · lower wins0.21%

0.42%12-mo yield$42 · $90 on $10k0.90%

−11.1%Worst dropSmaller wins−8.5%

14.5%VolatilityLower wins12.9%

0–6DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsXLSR · DFAC

4.2%AAPL5.9%

3.6%NVDA4.8%

3.2%MSFT5.0%

2.0%META1.9%

Held in common18.6%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
4	AXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.42%	+0.8%	+2.9%	+5.1%	+16.9%	+8.2%	−11.1%	$1.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
4	AXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.42%	+0.8%	+2.9%	+5.1%	+16.9%	+8.2%	−11.1%	$1.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XLSR vs DFAC

XLSR

US Sector Rotation

$14,831

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureXLSRDFAC

Fee0.70%0.21%

Cost on $10k a year$70$21

Yield0.42%0.90%

5 years, per year+8.2%+10.6%

3 years, per year+16.9%+21.0%

Worst drop · 1Y−11.1%−8.5%

Volatility · 1Y14.5%12.9%

6–0measures won
DFAC first

18.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

Overlap: XLSR, DFAC, VOO, VUG

Today

67.3%most shared, DFAC and VOO

XLSRDFACVOOVUG

XLSR—18.6%22.0%21.7%

DFAC18.6%—67.3%35.7%

VOO22.0%67.3%—58.2%

VUG21.7%35.7%58.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

DFAC$90 − $21 = $69

VUG$42 − $3 = $39

XLSR$42 − $70 = −$28

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee